our high-quality standards are met, and foster an exceptional work environment. The Insurance and Revenue Cycle Specialist is expected to fulfill tasks and duties as assigned, and is the ideal entry-level role for someone looking to break into the Healthcare Operations field.
The right candidate will have extremely strong attention to detail in addition to being professional, energetic, organized and driven. You don't mind wearing different hats and take the initiative to get things done. We will train you on the specific job responsibilities, although the right fit will quickly and easily pick up responsibilities and manage them on their own. We are looking for a smart and talented person
who wants to be part of an elite, fast growing organization. Most importantly, we are a fun, young company. We NEED a fun, engaged, and energetic Insurance and Revenue Cycle Specialist to continue building our exceptional culture as we expand.
Make sure your cover letter reflects this! Must Do's: Please include a short, personalized cover letter so we can get to know you better and understand why you believe you will be a good fit for our team! Applications submitted without a cover letter will not be considered. Please, do not call our busy centers. We are a successful company with a start-up mentality. We hire the smartest, hardest-working people that we can and take pride in our culture.
If you are looking to push paper and do the minimums, this isn't a good fit for you.
We have high expectations, and we reward results. Our company is mission-driven and growing every day. The right candidate is excited by challenges and will thrive in our exciting, fast-paced culture. Job Responsibilities Overview: Verifying medical health benefits and eligibility Submitting pre-authorization for ABA, SLP, and OT services Submitting credentialing applications to insurance companies Submitting demographic information to insurance companies Posting and reconciling payments in our Practice Management System Auditing Accounts Receivables Conducting follow-up calls with insurance companies Following up on claims Billing clients for Patient Responsibility and reconciling payments with our Practice Management System Taking and documenting detailed notes Data entry and categorization Other tasks and duties as assigned Skill Sets & Ideal Qualifications: Our ideal candidate is an energetic, outgoing person looking to break into the healthcare industry and is comfortable wearing different hats!
You've finished your Bachelor's and did well in school. What you studied isn't all that important to us. Maybe it's healthcare administration, maybe it's basket weaving.
You are compassionate and have a high EQ - we work with families who have children with developmental delays. You take pride in excellent customer service and patient experience. You have varied interests and passions that you can dive deeply into. Maybe you love Russian Literature, minored in it in school, and are part of a local book club with some like-minded friends. You like to work really hard and aren't just collecting a paycheck and letting the time pass. Excellent performance and building something special is what you find most fulfilling in life. If you have a project on your plate, you won't stop because it's 5pm.
You are self-motivated and want to move up and grow with our ever-expanding company. Ability to work in a fast-paced, always changing environment, and willingness to do whatever is needed to achieve our company's mission Strong and fluent written and oral communication skills. This should shine through in your cover letter - show us your style and professionalism. Must be able to pass MD/VA state and FBI background check in addition to a interaction offender background check Benefits: Medical + HSA, Dental, and Vision coverage through Cigna 401(k) plan with discretionary company match.
Short-Term Disability (100% Employer-Paid) & Long-Term Disability Employee Assistance Program Term-Life/AD&D Insurance Whole Life Insurance Critical Illness with Cancer Insurance Accident Insurance Hospital Confinement Insurance CEU assistance and professional development opportunities 18 days of paid time off plus 9 paid holidays Note: This position is not eligible for Visa sponsorship. Ally Behavior is an equal opportunity employer. In compliance with Federal and State Equal Opportunity Laws, qualified applicants are considered for all positions applied for without regard to race, color, religion, interaction (including pregnancy and gender identity), national origin, political affiliation, interactionual orientation, marital status, disability, genetic information, age, veteran status or any other legally protected status.
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and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture. Job Title: IDI Underwriter A career at New York Life offers many opportunities.
To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices
can be heard. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation.
It all adds up to a rewarding career at a company where doing right by our customers is part of who we are - a mutual company that values our customers rather than outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses " Be Good at Life. " To learn more, please visit Linked In, our Newsroom and the Careers page of. Description New York Life is seeking an experienced individual disability underwriter
for its individual disability income (IDI) insurance business. As one of the first members of the IDI underwriting team, the IDI Underwriter will have the unique opportunity to help develop underwriting process and procedures and ultimately underwrite a new line of business for New York Life.
New York City is the preferred location for this position. Responsibilities Evaluate IDI applications and determine whether applications should be approved, declined, or if additional information is required based on morbidity, financial, and occupational risks according to company guidelines Consult with medical directors and IDI Underwriting management for the purpose of resolving complex medical and non-medical histories Interpret underwriting policy and implement established guidelines, department procedures, and regulatory directives Effectively articulate underwriting decisions and negotiate appeals of underwriting actions Work effectively with third party administrator in the timely and accurate management of all IDI underwriting cases Collaborate with agency distribution on a regular basis to promote the IDI product line and build a strong reputation for competitive and responsible offers Work with our current or future reinsurance partners to negotiate and secure risk classification for business that may exceed morbidity standards, are above retention, or to secure a more competitive offer Keep current on medical, financial, occupational and multi-life IDI underwriting related developments; evaluate changes in IDI underwriting market practices and initiate appropriate response Assist with developing and mentoring junior underwriters Participate in training and development opportunities Qualifications Bachelor's degree required; industry related education (DIA, LOMA) desired 5+ years of experience in disability/ IDI underwriting Knowledge of IDI insurance products and processes Experience in handling complex IDI underwriting cases; proven ability to evaluate financial, medical and occupational information to determine the most appropriate underwriting offer; strong working knowledge of medical terminology and awareness of how various medical impairments interact and effect individual morbidity risk Experience working closely with medical directors, accounting/ tax and legal resources as needed Ability to understand the impact of product form, riders, distribution, regulation, claim management and pricing have on underwriting rules and decisions Excellent analytical skills; writing and verbal communications and negotiation skills Demonstrated ability to collaborate with individuals at all levels of the organization Work effectively within a team environment, as well as work independently General computer proficiency required Salary range: Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Click here to learn more about our benefits.
Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required. Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation.
We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses " Be Good At Life. " To learn more, please visit Linked In, our Newsroom and the Careers page of. Job Requisition ID:89673PDN-9adbd508-99ad-4660-b344-4d079d4e136e
HOURS Monday through Friday from 8:45 am to 6:15 pm with a half day off each week and rotating Saturdays from 9:45 am to 2:15 pm. DUTIES Assist members and potential members with their Credit Union needs. Process financial transactions, involving paying and receiving cash and other negotiable instruments in accordance with Credit Union procedure.
Explain services, set up new accounts, respond to problems, and direct members to the appropriate people. Consistently demonstrate the ability to think independently, outside the box, and effectively respond to each member's unique situation. QUALIFICATIONS Must be 18 years or older.
and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture. Job Title: IDI Underwriter A career at New York Life offers many opportunities.
To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices
can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation.
It all adds up to a rewarding career at a company where doing right by our customers is part of who we are - a mutual company that values our customers rather than outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good at Life. ” To learn more, please visit Linked In , our Newsroom and the Careers page of . Description New York Life is seeking an experienced individual disability underwriter for
its individual disability income (IDI) insurance business. As one of the first members of the IDI underwriting team, the IDI Underwriter will have the unique opportunity to help develop underwriting process and procedures and ultimately underwrite a new line of business for New York Life.
New York City is the preferred location for this position. Responsibilities Evaluate IDI applications and determine whether applications should be approved, declined, or if additional information is required based on morbidity, financial, and occupational risks according to company guidelines Consult with medical directors and IDI Underwriting management for the purpose of resolving complex medical and non-medical histories Interpret underwriting policy and implement established guidelines, department procedures, and regulatory directives Effectively articulate underwriting decisions and negotiate appeals of underwriting actions Work effectively with third party administrator in the timely and accurate management of all IDI underwriting cases Collaborate with agency distribution on a regular basis to promote the IDI product line and build a strong reputation for competitive and responsible offers Work with our current or future reinsurance partners to negotiate and secure risk classification for business that may exceed morbidity standards, are above retention, or to secure a more competitive offer Keep current on medical, financial, occupational and multi-life IDI underwriting related developments; evaluate changes in IDI underwriting market practices and initiate appropriate response Assist with developing and mentoring junior underwriters Participate in training and development opportunities Qualifications Bachelor’s degree required; industry related education (DIA, LOMA) desired 5+ years of experience in disability/ IDI underwriting Knowledge of IDI insurance products and processes Experience in handling complex IDI underwriting cases; proven ability to evaluate financial, medical and occupational information to determine the most appropriate underwriting offer; strong working knowledge of medical terminology and awareness of how various medical impairments interact and effect individual morbidity risk Experience working closely with medical directors, accounting/ tax and legal resources as needed Ability to understand the impact of product form, riders, distribution, regulation, claim management and pricing have on underwriting rules and decisions Excellent analytical skills; writing and verbal communications and negotiation skills Demonstrated ability to collaborate with individuals at all levels of the organization Work effectively within a team environment, as well as work independently General computer proficiency required Salary range: Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Click here to learn more about our benefits.
Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation.
We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life. ” To learn more, please visit Linked In , our Newsroom and the Careers page of . Job Requisition ID: 89673
yet? Attend a live info session by clicking here to ask questions about the NCLEX and our Nurse Residency Program! BAYADA Home Health Care was founded on the principle that health care gets better when clients get better care at home—the place they most want to be.
Delivering care is our highest priority and greatest joy. The BAYADA Nurse Residency Program is a transition to practice program for new graduate nurses who would like a meaningful and exciting career in home care. The program focuses on creating a collaborative professional development environment where new graduate nurses can safely develop their critical thinking and nursing skills while working with children and adults
in the home. BAYADA offers: One on one care Flexible schedules Electronic charting using Alaya Care In-house education and training programs Award-winning adult and pediatric Simulation labs Short commute times – we match you with cases near your home Around the clock clinical support by phone Our employees are our greatest asset: Recognition through HERO program, BAYADA Bucks and clinician contests Presidential Scholarship offered yearly for education Talent development and mentoring programs $500-$1200 referral bonus Available shifts: 8, 10 or 12 hour shifts 1st, 2nd or 3rd shift Weekdays and Weekends Requirements: RN with a current valid nursing license Benefits include: Preventative Care
coverage for all employees Medical, Dental, and Vision options for PT (30 hrs/wk) or FT (36 hrs/wk) Company-paid life insurance Employee Assistance Program Public Service Loan Forgiveness Partner Flexible Spending and Health Spending Accounts 401K PTO Weekly pay Our service promise to you: The BAYADA Way, our company philosophy, is at the heart of everything we do, and the ever-present guiding force in our daily work—in spirit and in action.
The mission, vision, beliefs, and core values it expresses define our culture and embody the essence of what we stand for, believe in, and value. Since 1975, BAYADA Home Health Care has had a special purpose to help people have a safe home life with comfort, independence, and dignity.
Apply now to join our team! SER-Charlotte As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates. BAYADA Home Health Care, Inc. and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to interaction, race, color, age, disability, pregnancy or maternity, interactionual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws.
Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities. For more details: jobs-search. org/insurance_mint-hill-c442021/new-nurse-rn-mint-hill_i1962301938
for investigation and may determine the extent of the policy's obligation to the insured depending on the line of business. Contacts, interviews and obtains statements (recorded or in person) from insured's, claimants, witnesses, physicians, attorneys, police officers, etc.
to secure necessary claim information. Arrange for surveys and experts where appropriate. Evaluates facts supplied by investigation to determine extent of liability of the insured, if any, and extend of the company's obligation to the insured under the policy contract. Prepares reports on investigation, settlements, denials of claims, individual evaluation of involved parties etc. Sets reserves within authority
limits and recommends reserve changes to Team Leader. Reviews progress and status of claims with Team Leader and discusses problems and suggested remedial actions.
Timely and appropriate management of litigation files. Assists Team Leader in developing methods and improvements for handling claims. Settles claims promptly and equitably. Obtains releases, proofs of loss or compensation agreements and issues company drafts in payments for claims and expenses. Informs claimants, insured's/customers/ agents or attorney of denial of claim when applicable. May assist Team Leader and company attorneys in preparing cases for trial by arranging for attendance of witnesses and taking statements.
Continues efforts to settle claims before trial. Refers claims to subrogation as appropriate.
May participate in claim file reviews and audits with customer/insured and broker. Administers benefits timely and appropriately. Maintains control of claim's resolution process to minimize current exposure and future risks Establishes and maintains strong customer relations i. e. agents, underwriters, insureds, experts Depending on line of business, other duties may include : Maintaining system logs Investigating compensability and benefit entitlement Reviewing and approving medical bill payments or forwarding for outside review as necessary. Managing vocational rehabilitation SCOPE INFORMATION : The position reports directly to a Claims Team Leader or other member of claims management.
The pay range for the role is $54,000 to $86,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled. Requisition #: 2467tcv57hlu2
The information you verify and gather directly relates to determining whether the Company will decline or issue a policy. Summary Job Description: We're looking for outgoing, hardworking individuals who are self-starters, can work independently and are detail oriented.
As a Verification Call Center Representative you'll handle inbound and outbound telephone calls with potential customers and accurately document the information on the appropriate database. You must have a positive, helpful attitude with customers to quickly gather information and record it. There is no cold calling and no phone sales. Friendly, casual work environment with full-time and part-time positions available. Excellent
earning potential - hourly wage plus bonus based on performance. Primary duties & responsibilities: Daily Maneuver within the Quality Assurance database and conduct appropriate backssments on what additional information or verification is needed Ability to handle inbound/outbound calls to potential customers - verify and document required information to finalize applications for underwriting backssment.
Accurately document the information Properly document non-contact attempts within the Quality Assurance Database Be able to properly explain the application process to potential customers Accurately and thoroughly complete additional paperwork when needed Maintain appropriate levels
of communication with supervision regarding actions taken within the Quality Assurance database Transfer calls to appropriate department as needed Successfully meet the minimum expectation for departmental key performance indicators (K.
P. I's) Reliable and predictable attendance of your assigned shift Ability to work Full-Time and/or Part-Time based on the specific position for which you're applying Occasional Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc. Required Skills Bilingual English and/or Spanish Preferred Minimum typing requirement of 35 wpm Excellent oral and written communication Superior customer service skills required - friendly, efficient, good listener Proficient use of the computer, keyboard functions and Microsoft Office Ability to multi-task Knowledge of medical terminology and spelling a plus Ability to work under pressure Excellent organization and time management skills Must be detail-oriented Have a desire to learn and grow within the Company Required Knowledge & Experience
information you verify and gather directly relates to determining whether the Company will decline or issue a policy. Summary Job Description: We're looking for outgoing, hardworking individuals who are self-starters, can work independently and are detail oriented.
As a Verification Call Center Representative you'll handle inbound and outbound telephone calls with potential customers and accurately document the information on the appropriate database. You must have a positive, helpful attitude with customers to quickly gather information and record it. There is no cold calling and no phone sales. Friendly, casual work environment with full-time and part-time positions available. Excellent
earning potential - hourly wage plus bonus based on performance. Primary duties & responsibilities: Daily Maneuver within the Quality Assurance database and conduct appropriate backssments on what additional information or verification is needed Ability to handle inbound/outbound calls to potential customers - verify and document required information to finalize applications for underwriting backssment.
Accurately document the information Properly document non-contact attempts within the Quality Assurance Database Be able to properly explain the application process to potential customers Accurately and thoroughly complete additional paperwork when needed Maintain appropriate levels
of communication with supervision regarding actions taken within the Quality Assurance database Transfer calls to appropriate department as needed Successfully meet the minimum expectation for departmental key performance indicators (K.
P. I's) Reliable and predictable attendance of your assigned shift Ability to work Full-Time and/or Part-Time based on the specific position for which you're applying Occasional Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc. Required Skills Bilingual English and/or Spanish Preferred Minimum typing requirement of 35 wpm Excellent oral and written communication Superior customer service skills required - friendly, efficient, good listener Proficient use of the computer, keyboard functions and Microsoft Office Ability to multi-task Knowledge of medical terminology and spelling a plus Ability to work under pressure Excellent organization and time management skills Must be detail-oriented Have a desire to learn and grow within the Company Required Knowledge & Experience
to much higher retention and customer satisfaction! We are searching for talented people who will help us shake up the insurance world and guide the Nav Sav of tomorrow. Our people bring ambition, passion, and innovation to every dimension of our company. Every member of our team is adding to our rapid growth and bringing new perspectives to every corner of our success.
About the role: We are hyper focused on GROWTH and RETENTION. We feel that it is just as important to retain our loyal clients as it is to bring in new clients! We need a committed account manager like you to bring high energy and motivation to meet goals and initiatives. The ideal account manager would be enthusiastic
about this position and the part that you will play in providing best in class customer service to clients while helping them to prepare for the unexpected! If this sounds like you, we are ready for you!
Apply today! Key Responsibilities: Establish and develop exceptional customer relationships Provide prompt, accurate, and friendly customer service Discuss client coverage needs, gaps, billing concerns, policy changes, etc. and process any needed policy changes Promote additional lines of coverage to clients through cross selling initiatives based on their individual needs Providing policy reviews as appropriate and remarketing policy renewals as needed for clients Contribute to individual
goals and agency success by following our set growth and retention processes and identifying new business opportunities Benefits Included: Medical Insurance Retirement with 3% match Paid holidays Paid vacation Vision Insurance Supplemental Insurance Dental Insurance Competitive Base Salary Commissions Required skills and licensing: Property and Casualty license Pass background check Customer service experience Strong verbal/written communication skills Good operational computing/typing 50+ WPM (Microsoft Office Suites, Internet Browsers) Confident self-starter who works well independently Strong problem-solving capabilities Ability to multi-task If you feel that this position could be a great fit for your skillset, we encourage you to apply now!
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CT After your initial six weeks of paid training, your regular shift hours offer some flexibility regarding when you start your day, however, your eight-hour shift must be completed by 6:00 PM ET. Location: FULLY REMOTE Note: This is not a call center or customer service job At Patriot RN, we pride ourselves on processing long-term care claims accurately and efficiently so we can provide important financial reimbursement to the people who need it most.
Working behind the scenes in the long-term care industry, our Claims Examiners provide deserving benefits to the aging and infirmed populations who depend on their claims to be accurately processed and ultimately paid. The Patriot RN TEAM
is unique. Each Claims Examiner starts their career the same way - with an opportunity for growth. Heather was promoted to Team Lead after one year as a Claims Examiner at Patriot RN.
Now she is a Supervisor. Megan was promoted to Team Lead after 14 months as a Claims Examiner at Patriot RN. Jared ascended to a Trainer with one of the client partners after two years as a Claims Examiner. Curious about where your journey will take you? Patriot RN's Claims Examiners are A-players and represent the top 10% of available talent in the market. Our ROCKSTAR Claims Examiners are smart, detail-oriented, natural problem solvers, and want to continuously grow and become more knowledgeable. Ideal
Candidate Characteristics: Recent college graduate with B. S. or B. A.
in Math, Actuarial Sciences, Economics, Statistics, Finance, Accounting, or a related field Detail-oriented and highly organized - a Hermione Granger at heart! Eager to take on any challenge Self-driven with the ability to work effectively from a home office You work best alone because it gives you the chance to focus Quick with math - you don't use a calculator to figure out the tip for a $10 meal It bothers you when your friends and family are not honest about even the smallest things You wish everyone used common sense. like. all the time Key Responsibilities and Measures of Success: Adjudicate routine home health and facility-based claims for long-term care 98% Financial Accuracy Review and pay claims according to the claimant's policy and prescribed plan of care.
Verify the provider of care is appropriate and in accordance with contract language and government regulations regarding healthcare providers and matches the plan of care for the associated dates of service 98% Procedural Accuracy Determine benefit eligibility and payable amounts based on policy language and the client's required procedures 42 Claims Processed per Day Learn more about working at Patriot RN: When a Long-Term Care Claims Examiner does their job well (with attention to detail and accuracy in determining reimbursement), a long-term care beneficiary has huge financial stress taken off their shoulders.
That is why our Claims Examiners share the following Core Values. PATRIOT RN CORE VALUES: LOVE A CHALLENGE If shows like CSI are one of your favorite shows, and/or you love solving puzzles then you could be a great fit for our team. Peeling back layers of claims history and really doing a thorough examination of the documentation is the crux of being a Patriot RN Claims Examiner HIGH ATTENTION TO DETAIL If you have a gift for organization, enjoy working from lists, prefer to maintain a routine, make quality a priority, and are super focused- then we may have the dream role for you CONSISTENT If you behave the same way, have the same attitudes towards people and things every day, and work diligently to hit the bar day-in and day-out, without drama, then pinch yourself - this role is perfect for your personality!
EAGER TO LEARN & GROW If you are a bit of a nerd and have a passion for lifelong learning coupled with the desire to grow professionally and personally. BONUS TRAIT: you " geek out" over process improvement - then WOW - consider yourself lucky for finding a genuine career field.
HONESTY Honesty is a virtue and the true foundational value of our team. We expect honesty about situations or events. Additionally, we also expect honest communication between colleagues and managers. Being honest allows us to take responsibility for our work, improve any areas where we may be lacking, and ask for help when necessary Benefits: Medical, Dental, Vision 401k w/matching PTO Paid Holidays PAY: $18.75/hour Application Process: Apply online Complete online backssment within 24 hours of application Set aside at least 35 minutes to complete the backssment, as it cannot be interrupted once it begins Initial Zoom interview (Approximately 15 minutes) Deep Dive Interview (Approximately one hour) :
and existing accounts including the renewal process, monitoring account activity, changes in exposure and revisions in coverage. Assist in ongoing risk evaluation of client exposures. Manage billing functions including invoicing, reviewing accounts receivable statements, reconciling account differences, and documenting collection issues.
Issue binders, EOP, ID Cards, insurance summaries, and handling related administrative functions. Participate in client/carrier meetings. Ability to mentor Account Manager Assistant. Job Requirements Ability to research, analyze and solve problems independently. Ability to work under minimal supervision. Strong interpersonal, written, and verbal communication
skills. Excellent customer service, organizational, and time management skills. Thorough knowledge of Microsoft product suite including Word, Excel, & Outlook.
Preferred Education/ Experience Working knowledge of agency standard operating procedures and management systems Experience working with Applied Systems- Epic platform a plus Active Property and Casualty License About Us Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry. For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar
company cultures and best practices, and earning each other's respect in the industry.
They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors. Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting.
Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings. Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, interaction, religion, interactionual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship.
Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information visit our website Deeply Rooted Insurance Agency Oakbridge Insurance - Oakbridge Insurance
for talented people who will help us shake up the insurance world and guide the Nav Sav of tomorrow. Our people bring ambition, passion, and innovation to every dimension of our company. Every member of our team is adding to our rapid growth and bringing new perspectives to every corner of our success.
About the role: We are hyper focused on GROWTH and RETENTION. We feel that it is just as important to retain our loyal clients as it is to bring in new clients! We need a committed account manager just like you to bring high energy and motivation to help meet goals and initiatives. The ideal account manager would be enthusiastic about this position and the part that you will play in providing
best in class customer service to clients while helping them to prepare for the unexpected! If this sounds like you, we are ready for you! Apply today! Benefits: Medical Insurance Dental and Vision Insurance Supplemental Benefits Paid Time Off (starts accruing immediately) Retirement with up to 3% match 10 Paid Holidays Remote work (upon approval) Responsibilities: Maintain and nurture relationships with existing clients and business owners Conducting needs analysis with each client, making sure to uncover any gaps in coverage.
Managing commercial client accounts, contributing to the new business goals of the agency, and re-marketing commercial policies. Provide prompt, accurate and friendly
service Respond to inquiries regarding insurance coverage, policy changes, claims submissions, and billing verification efficiently Become familiar with products, services and systems Contribute to individual goals and agency success through promoting new business, cross-selling and new initiatives Requirements: Property and Casualty insurance license required.
Experience with Commercial Lines Insurance Experience with multiple carriers Pass background check Strong verbal/written communication and interpersonal skills Good operational computing skill/typing 45+ WPM (Microsoft Office Suites, Internet Browsers) Confident self-starter who works well independently Strong analytical and problem-solving capabilities Ability to multi-task EZLYNX, TAM, or EPIC management system experience preferred Apply today and our team will contact you!
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for talented people who will help us shake up the insurance world and guide the Nav Sav of tomorrow. Our people bring ambition, passion, and innovation to every dimension of our company. Every member of our team is adding to our rapid growth and bringing new perspectives to every corner of our success.
About the role: We are hyper focused on GROWTH and RETENTION. We feel that it is just as important to retain our loyal clients as it is to bring in new clients! We need a committed account manager just like you to bring high energy and motivation to help meet goals and initiatives. The ideal account manager would be enthusiastic about this position and the part that you will play in providing
best in class customer service to clients while helping them to prepare for the unexpected! If this sounds like you, we are ready for you! Apply today! Benefits: Medical Insurance Dental and Vision Insurance Supplemental Benefits Paid Time Off (starts accruing immediately) Retirement with up to 3% match 10 Paid Holidays Remote work (upon approval) Responsibilities: Maintain and nurture relationships with existing clients and business owners Conducting needs analysis with each client, making sure to uncover any gaps in coverage.
Managing commercial client accounts, contributing to the new business goals of the agency, and re-marketing commercial policies. Provide prompt, accurate and friendly
service Respond to inquiries regarding insurance coverage, policy changes, claims submissions, and billing verification efficiently Become familiar with products, services and systems Contribute to individual goals and agency success through promoting new business, cross-selling and new initiatives Requirements: Property and Casualty insurance license required.
Experience with Commercial Lines Insurance Experience with multiple carriers Pass background check Strong verbal/written communication and interpersonal skills Good operational computing skill/typing 45+ WPM (Microsoft Office Suites, Internet Browsers) Confident self-starter who works well independently Strong analytical and problem-solving capabilities Ability to multi-task EZLYNX, TAM, or EPIC management system experience preferred Apply today and our team will contact you!
Job Posted by Applicant Pro
manner. This includes providing the necessary support to the overall production and profit objectives of the program. ESSENTIAL FUNCTIONS: Maintain up to date and adhere to all AURA and carrier's processing procedures. Maintain up to date knowledge of all items in AURA Underwriting Guidelines, including underwriting and rating changes.
Refer accounts to carriers when risk are " outside" the underwriting box Respond to all brokers inquiries in a professional and timely manner. Review and process all incoming mail for assigned accounts. Document all correspondence and phone calls in our agency management system. Underwrite accounts to ensure compliance with our guidelines and
discuss risks " outside the box" internally for possible referral to carrier(s). Market accounts when necessary, and monitor status of quotes to make sure " need by date" and deadlines are met.
Quote accounts and present timely proposals to brokers. Review bind requests and binding documents received from brokers, to assure adherence to the program requirements. Request policies issuance as requested by broker. Process legal notice of non-renewal or cancellation when necessary. Assist in training other employees at management's request. Maintain positive relationships with appropriate company representatives through proper contacts and effective communication. Provide
assistance to Technical Support team, Assistant Underwriters or company Underwriters as necessary, in preparation of policy or endorsement processing.
Share all new company information/changes with department. Adhere to all ethical and State Insurance Department guidelines and procedures. Participate in seminars and other training to maintain required licenses and for knowledge and skill development in a timely manner (minimum 45 days prior to expiration). Report to manager need for updates to websites, letters, training, etc. Willing and able to travel (1-2 times per year or as required by management). Perform other duties as requested at the direction of management.
QUALIFICATIONS: Education: College degree preferred; High School diploma or equivalent required Valid Florida Property & Casualty/General Lines insurance license preferred (FL 2-20) Minimum 5+ years insurance underwriting experience Experience wholesaling and/or underwriting real estate risks a plus Knowledge of commercial insurance and products essential Computer systems and operations knowledge and skills required Good listening/writing skills and overall good communication skills a must. Excellent attention to detail required Professional designation a plus
all documents are prepared and finalized in compliance with policies and procedures. Opens and processes files: Ordering credit reports, appraisals, and verifications; conducting regular follow-up with outside sources of outstanding documents. Reviews and verifies application information to prepare the application file for underwriting.
Notifying borrowers and applicable other sources of any underwriting decisions and reworking a file as needed. Provides excellent customer service to mortgage applicants, both verbal and written, maintaining an open line of communication with the applicant and professional partners throughout the processing period, assisting them with any questions and
notifying them of additional information required. Provides feedback to management on loan activities based on loan level reporting. Required Skills: Experience with Encompass required.
Excellent verbal and written communication skills. Excellent analytical skills. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Basic personal computer skills including electronic mail, word processing, spreadsheet, graphics, etc. Knowledge of Desktop Underwriter and Loan Prospector or similar software is preferred. Must be able to work in a fast-paced environment. Must handle multiple tasks simultaneously. Must
have the ability to prioritize and organize competing assignments. Must be detail oriented.
Experience: Mortgage Underwriting: 5 years (Required) Encompass origination software: 2 years (Required) This Company Describes Its Culture as: Detail-oriented -- quality and precision-focused Outcome-oriented -- results-focused with strong performance culture Team-oriented -- cooperative and collaborative